Senior Wealth Advisor & Relationship Manager

HSBC; Parkway (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Sustainability initiatives

Inclusive work environment

Job summary

HSBC is seeking a Wealth Relationship Manager in California to build and deepen relationships with high-value clients. You will work with a Wealth Relationship Officer, provide tailored solutions across banking, investments and insurance, and grow a strong referral pipeline through community engagement.

You’ll assess client objectives, risk tolerance, and asset allocations, while collaborating with Compliance, Credit, and Risk to maintain a balanced risk profile.

Qualifications

• Bachelor’s degree or equivalent experience in business/finance.
• FINRA licensing required (Series 7 and 66 or 63 and 65).
• Life and Health insurance licenses required.
• Experience with wealth planning and client recommendations for high-net-worth portfolios.
• Strong relationship-building and communication skills; ability to source referrals.

Responsibilities

• Provide financial solutions across banking, investments and insurance to clients.
• Increase wallet share and identify product opportunities within the client base.
• Conduct full needs assessments and recommend appropriate products based on objectives and risk tolerance.
• Represent HSBC in community activities to build referral networks and pipelines.

Skills

Client relationship development

Communication skills

Sales experience

Business development

Networking

Education

Bachelor’s degree in business/finance or related field

Job description

HSBC is seeking a Wealth Relationship Manager in California to build and deepen relationships with high-value clients. You will work with a Wealth Relationship Officer, provide tailored solutions across banking, investments and insurance, and grow a strong referral pipeline through community engagement.

You’ll assess client objectives, risk tolerance, and asset allocations, while collaborating with Compliance, Credit, and Risk to maintain a balanced risk profile.